401(k) Plans

19,384 topics in this forum

1. Overlapping Controlled Groups

   By justatester, March 2, 2009
   • 6 replies
   • 3.4k views
   • 
   • justatester
   • March 3, 2009

2. Failure to Contribute in Multiple Employer Plan

   By Guest Thomas2006, March 3, 2009
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • March 3, 2009

3. QNECs, 401a4 & TH

   By zimbo, February 27, 2009
   • 6 replies
   • 2.8k views
   • 
   • K2retire
   • March 3, 2009

4. SIPC coverage

   By Guest Benmark, March 2, 2009
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • March 2, 2009

5. unallocated employer contribution

   By k man, February 25, 2009
   • 14 replies
   • 6.6k views
   • 
   • Guest
   • March 2, 2009

6. Preventing 415 Failure w/ 401K Plan

   By Guest Golden401k, February 27, 2009
   • 4 replies
   • 1.3k views
   • 
   • Mike Preston
   • March 2, 2009

7. Corrective ADP distributions

   By Guest Joyce Perez, February 17, 2009
   • 9 replies
   • 2.4k views
   • 
   • Earl
   • March 1, 2009

8. Form 5500EZ line 10b

   By Guest naveen, February 28, 2009
   • 2 replies
   • 1.2k views
   • 
   • Bird
   • February 28, 2009

9. Certain Terminated Employee

   By fiona1, February 24, 2009
   • 1 reply
   • 2.3k views
   • 
   • J Simmons
   • February 28, 2009

10. first Roth Distribution

    By Jim Chad, February 23, 2009
    • 1 reply
    • 865 views
    • 
    • J Simmons
    • February 28, 2009

11. matching contribution last day of plan year retroactive decision

    By Guest sheTexasHammer, February 27, 2009
    • 3 replies
    • 1.1k views
    • 
    • Below Ground
    • February 28, 2009

12. Want to double check sole proprietor calc

    By Jim Chad, February 26, 2009
    • 2 replies
    • 1.3k views
    • 
    • imchipbrown
    • February 27, 2009

13. Corrections to HCE Give-backs

    By Cynchbeast, February 26, 2009
    • 9 replies
    • 1.3k views
    • 
    • Tom Poje
    • February 27, 2009

14. Fiduciary

    By Guest meeh3704, February 26, 2009
    • 1 reply
    • 979 views
    • 
    • J Simmons
    • February 26, 2009

15. controlled group question

    By K2retire, February 26, 2009
    • 2 replies
    • 934 views
    • 
    • K2retire
    • February 26, 2009

16. PS to 401(k) Safe Harbor-Mid Year Question

    By BTH, February 25, 2009
    • 3 replies
    • 1.1k views
    • 
    • BG5150
    • February 26, 2009

17. Guaranteed Payments to Partners in an LLC

    By Guest DCquestioner, February 13, 2009
    • 6 replies
    • 9.5k views
    • 
    • BeckyMiller
    • February 25, 2009

18. Parital Plan Terminations

    By jkdoll2, February 24, 2009
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • February 25, 2009

19. Partnership 401(k) + Discretionary Contribution

    By Guest johnpetrancosta, February 23, 2009
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • February 24, 2009

20. Plan Having Trouble with 414(s) Compensation Test

    By rocknrolls2, February 24, 2009
    • 5 replies
    • 3.4k views
    • 
    • John Feldt ERPA CPC QPA
    • February 24, 2009

21. Deferrals Not Calculated Correctly

    By Guest DCquestioner, February 23, 2009
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • February 24, 2009

22. Covered vs Non Covered Employment

    By justatester, February 23, 2009
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • February 24, 2009

23. Late deposits on match made each payroll

    By Guest Peggy806, February 18, 2009
    • 6 replies
    • 2.7k views
    • 
    • Guest
    • February 23, 2009

24. coordination of deferral limits in different plans

    By Craig Garner, February 23, 2009
    • 2 replies
    • 2.4k views
    • 
    • Kevin C
    • February 23, 2009

25. Final regs - automatic enrollment

    By Tom Poje, February 23, 2009
    • 0 replies
    • 1k views
    • 
    • Tom Poje
    • February 23, 2009

26. Excess Deferrals for 2007

    By Janice F, February 19, 2009
    • 2 replies
    • 1.3k views
    • 
    • Janice F
    • February 23, 2009

27. PS-Deferrals-Catchup in 2 plans

    By Cynchbeast, February 20, 2009
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • February 21, 2009

28. Wet Signature vs. faxed or copy

    By FundeK, February 20, 2009
    • 9 replies
    • 6.8k views
    • 
    • Guest
    • February 21, 2009

29. Cross Testing & Failing ADP Test & Otherwise Excludable

    By Guest SuzieQNEC, July 2, 2008
    • 6 replies
    • 3.3k views
    • 
    • Tom Poje
    • February 20, 2009

30. What to do with gain from recordkeeping erorrs?

    By Guest GMedley, May 11, 2001
    • 7 replies
    • 2.7k views
    • 
    • Kevin C
    • February 20, 2009

31. Shifting - Prior year testing

    By rcline46, February 19, 2009
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • February 20, 2009

32. Do all states recognize 401(k) contributions?

    By Sully, February 18, 2009
    • 5 replies
    • 2.8k views
    • 
    • Sully
    • February 19, 2009

33. Pre-ERISA MPPP with 401k Feature

    By J Simmons, February 14, 2009
    • 1 reply
    • 1.6k views
    • 
    • Kevin C
    • February 19, 2009

34. Eliminate Safe Harbor match for HCEs only?

    By Gilmore, February 19, 2009
    • 1 reply
    • 1.1k views
    • 
    • K2retire
    • February 19, 2009

35. Prior Year ADP test and QSLOB

    By buckaroo, February 18, 2009
    • 1 reply
    • 1.5k views
    • 
    • Kevin C
    • February 18, 2009

36. Definition of Compensation in Plan Document

    By Alex Daisy, February 17, 2009
    • 1 reply
    • 1.7k views
    • 
    • austin3515
    • February 17, 2009

37. QOSA

    By Guest meeh3704, February 17, 2009
    • 1 reply
    • 1.5k views
    • 
    • J Simmons
    • February 17, 2009

38. Due dates for Er Contributions

    By austin3515, February 16, 2009
    • 4 replies
    • 1.1k views
    • 
    • austin3515
    • February 17, 2009

39. Match True Up

    By Guest Mikk, February 13, 2009
    • 4 replies
    • 2k views
    • 
    • K2retire
    • February 17, 2009

40. Failure to Timely Adopt Proposed Amendments Per IRS Determination Letter

    By 401 Chaos, February 16, 2009
    • 0 replies
    • 1.7k views
    • 
    • 401 Chaos
    • February 16, 2009

41. ADP refunds and TH

    By Earl, February 14, 2009
    • 3 replies
    • 1.6k views
    • 
    • Tom Poje
    • February 16, 2009

42. Erroneous Early Entry of Employee

    By Jay3, February 13, 2009
    • 1 reply
    • 1.1k views
    • 
    • J Simmons
    • February 13, 2009

43. deferrals not authorized by employee

    By k man, February 11, 2009
    • 6 replies
    • 1.6k views
    • 
    • XTitan
    • February 13, 2009

44. Loan Policy

    By Guest PlanSponsorQuestion, February 13, 2009
    • 3 replies
    • 1.2k views
    • 
    • Kevin C
    • February 13, 2009

45. 401k CatchUp

    By Guest Dean1, February 5, 2009
    • 15 replies
    • 2.3k views
    • 
    • Guest
    • February 13, 2009

46. Withholding on Corrective Distributions

    By Gilmore, February 12, 2009
    • 2 replies
    • 1.4k views
    • 
    • Gilmore
    • February 13, 2009

47. Safe-harbor NEC - redux

    By Lou S., February 12, 2009
    • 1 reply
    • 956 views
    • 
    • Jim Chad
    • February 13, 2009

48. Doesn't seem right

    By Guest WonderWhy, February 12, 2009
    • 3 replies
    • 926 views
    • 
    • david rigby
    • February 12, 2009

49. another excess deferral question

    By TPAnnie, February 5, 2009
    • 17 replies
    • 4k views
    • 
    • Guest
    • February 12, 2009

50. 401k Safe harbor non elective with 1 year wait?

    By perkinsran, February 11, 2009
    • 5 replies
    • 1.8k views
    • 
    • Kevin C
    • February 12, 2009